Case Managers and Case Plans Tabs

TABLE OF CONTENTS

• Case Managers
• Case Plans
• Updating Goals & Writing Case Notes

Case Managers

It is always recommended to make yourself the Case Manager for your client. This way, other agencies will know to contact you if they have any questions. To add yourself as a Case Manager, click on the Case Manager tab in ClientPoint and click on Add Case Manager.

Case Plans

Using the Case Plans tab is optional, but can be useful for case management. This is also where you can store sensitive information in WellSky because case notes are not shared with other providers.

File attachments can be uploaded at any time by clicking Add New File Attachment, but all other case notes must be attached to a goal. Click Add Goal to create a new goal, or the pencil icon to edit an existing goal.

When you have added or edited a goal, a new window will appear that has several different sections you can fill out, including a description of the goal, the status of the goal, and case notes. Your agency may have specific requirements for which parts of the goal need to be filled out.

You can also schedule a follow up reminder for a future date. Enter the projected follow up date and select what HMIS user should get the follow up notification. This notification will appear on the user’s HMIS homepage.

Updating Goals & Writing Case Notes

To update Goals, write case notes, or document follow-up, come back to the Case Plans tab and click the pencil next to the Goal you have created.  

Please note: Once you enter the Completed Follow Up Date, this goal will disappear from your Follow Up list.